VANGUARD WORLD FD
CUSIP 92204A702
Vanguard World Fd has 1,953 institutional holders in Filings Flow’s 13F database, together reporting 51.29M shares worth $34.0B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Jpmorgan Chase & Co, and Jefferies Financial Group Inc..
Institutional Holders
1,953
Q1 2026
Reported Value
$34.0B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Compass Financial Group, INC/SD$715M AUM | 15.88% | $113M | 162.6K | Q1 2026OLDER |
| REDSTONE WEALTH MANAGEMENT, LLC$125M AUM | 15.48% | $19M | 27.8K | Q1 2026OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 12.33% | $42M | 60.7K | Q1 2026OLDER |
| Pioneer Family Office, LLC$156M AUM | 11.17% | $17M | 24.9K | Q1 2026OLDER |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 10.99% | $49M | 70.1K | Q1 2026OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM | 10.87% | $122M | 174.4K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 9.99% | $12M | 17.5K | Q1 2026OLDER |
| NRI Wealth Management LC$187M AUM | 9.62% | $18M | 24.1K | Q4 2025OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 8.97% | $574M | 823.3K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 8.91% | $17M | 24.4K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 7.93% | $1.7B | 2.25M | Q3 2025OLDER |
| Summitas Investment Management LLC$133M AUM | 7.81% | $10M | 13.8K | Q1 2026OLDER |
| Magnolia Wealth Management, LLC$172M AUM | 7.30% | $13M | 18.0K | Q1 2026OLDER |
| Mokosak Advisory Group, LLC$399M AUM | 7.21% | $29M | 41.2K | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 7.19% | $17M | 22.1K | Q4 2025OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 6.79% | $11M | 16.4K | Q1 2026OLDER |
| FORONJY FINANCIAL LLC$241M AUM | 6.57% | $16M | 22.7K | Q1 2026OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 6.55% | $67M | 95.8K | Q1 2026OLDER |
| Dougherty & Associates, LLC$109M AUM | 6.55% | $7M | 10.2K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 6.46% | $38M | 54.6K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 6.41% | $18M | 147.0K | Q2 2026 |
| FIRST FINANCIAL CORP /IN/$289M AUM | 6.41% | $19M | 154.9K | Q2 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 5.98% | $89M | 127.8K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 5.85% | $15M | 21.3K | Q1 2026OLDER |
| Wiser Wealth Management, Inc$464M AUM | 5.83% | $27M | 38.8K | Q1 2026OLDER |
| Marotta Asset Management$601M AUM | 5.79% | $35M | 297.1K | Q2 2026 |
| PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM | 5.79% | $335M | 444.0K | Q1 2026OLDER |
| Wheelhouse Advisory Group LLC$302M AUM | 5.55% | $17M | 24.0K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 5.44% | $19M | 27.9K | Q1 2026OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 5.36% | $8M | 11.5K | Q1 2026OLDER |
| Ridge Creek Global, Inc$118M AUM | 5.29% | $6M | 8.9K | Q1 2026OLDER |
| Wealth Group Ltd$439M AUM | 5.29% | $23M | 33.3K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 5.17% | $10M | 14.9K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 5.12% | $8M | 11.2K | Q1 2026OLDER |
| S&A Financial Services, Inc.$146M AUM | 5.11% | $7M | 10.7K | Q2 2026 |
| Olistico Wealth, LLC$203M AUM | 5.07% | $10M | 14.7K | Q1 2026OLDER |
| MY Wealth Management Inc.$103M AUM | 4.75% | $5M | 9.0K | Q1 2026OLDER |
| FPC INVESTMENT ADVISORY, INC.$201M AUM | 4.72% | $9M | 90.8K | Q1 2026OLDER |
| PeakShares LLC$109M AUM | 4.63% | $5M | 7.2K | Q1 2026OLDER |
| Fairway Financial, LLC$132M AUM | 4.57% | $6M | 8.6K | Q1 2026OLDER |
| Axiom Financial Strategies, LLC$284M AUM | 4.45% | $11M | 14.0K | Q4 2025OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 4.43% | $12M | 17.0K | Q1 2026OLDER |
| Leeward Financial Partners, LLC$336M AUM | 4.39% | $15M | 21.2K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 4.28% | $57M | 80.8K | Q1 2026OLDER |
| Altura Wealth Advisors Inc.$229M AUM | 4.23% | $10M | 13.9K | Q1 2026OLDER |
| Richmond Brothers, Inc.$150M AUM | 4.19% | $6M | 9.0K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 4.17% | $12M | 17.4K | Q1 2026OLDER |
| 71 West Capital Partners$2.3B AUM | 4.16% | $94M | 135.4K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 4.11% | $5M | 7.0K | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 4.07% | $14M | 20.7K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 4.05% | $18M | 25.6K | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 3.96% | $16M | 22.3K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 3.96% | $70M | 100.8K | Q1 2026OLDER |
| Bulwark Capital Corp$178M AUM | 3.93% | $7M | 58.4K | Q2 2026 |
| CVA Family Office, LLC$950M AUM | 3.88% | $37M | 52.8K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 3.86% | $5M | 6.7K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 3.83% | $10M | 14.0K | Q1 2026OLDER |
| New Insight Wealth Advisors$279M AUM | 3.83% | $11M | 15.3K | Q1 2026OLDER |
| ATLANTIC FAMILY WEALTH, LLC$138M AUM | 3.78% | $5M | 7.5K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 3.78% | $10M | 14.7K | Q1 2026OLDER |
| Argo Wealth Advisory, LLC$170M AUM | 3.62% | $6M | 8.8K | Q1 2026OLDER |
| ORSER CAPITAL MANAGEMENT, LLC$202M AUM | 3.60% | $7M | 60.8K | Q2 2026 |
| Capital Planning LLC$307M AUM | 3.57% | $11M | 15.7K | Q1 2026OLDER |
| Clifford Group, LLC$130M AUM | 3.55% | $5M | 6.6K | Q1 2026OLDER |
| Sun Group Wealth Partners$127M AUM | 3.54% | $5M | 6.5K | Q1 2026OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 3.50% | $20M | 169.6K | Q2 2026 |
| Enclave Advisors LLC$729M AUM | 3.49% | $25M | 36.5K | Q1 2026OLDER |
| Gratus Wealth Advisors, LLC$691M AUM | 3.48% | $24M | 34.5K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 3.44% | $5M | 7.5K | Q1 2026OLDER |
| Innovative Wealth Building LLC$142M AUM | 3.39% | $5M | 6.9K | Q1 2026OLDER |
| Portfolio Strategies, Inc.$811M AUM | 3.35% | $27M | 39.0K | Q1 2026OLDER |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 3.35% | $4M | 6.0K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 3.34% | $15M | 22.2K | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 3.24% | $4M | 5.2K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 3.20% | $5M | 6.9K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 3.19% | $22M | 28.7K | Q3 2025OLDER |
| Advantage Trust Co$223M AUM | 3.18% | $7M | 10.2K | Q1 2026OLDER |
| Triangle Securities Wealth Management$441M AUM | 3.15% | $14M | 19.9K | Q1 2026OLDER |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC$107M AUM | 3.14% | $3M | 4.8K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 3.14% | $9M | 13.5K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 3.13% | $23M | 32.4K | Q1 2026OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 3.10% | $10M | 15.0K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 3.08% | $8M | 10.9K | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 3.05% | $10M | 14.0K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 2.93% | $4M | 6.2K | Q1 2026OLDER |
| Smith Asset Management Co., LLC$117M AUM | 2.92% | $3M | 4.9K | Q1 2026OLDER |
| Sheridan Capital Management, LLC$190M AUM | 2.91% | $6M | 7.9K | Q1 2026OLDER |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 2.90% | $4M | 6.2K | Q1 2026OLDER |
| Tandem Wealth Advisors LLC$224M AUM | 2.90% | $6M | 9.3K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 2.89% | $26M | 36.8K | Q1 2026OLDER |
| KTF INVESTMENTS, LLC$584M AUM | 2.89% | $17M | 24.2K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 2.86% | $21M | 30.5K | Q1 2026OLDER |
| JMAC ENTERPRISES LLC$522M AUM | 2.80% | $15M | 21.0K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 2.79% | $7M | 9.4K | Q3 2025OLDER |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 2.79% | $329M | 471.3K | Q1 2026OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 2.70% | $9M | 11.4K | Q4 2025OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 2.66% | $22M | 32.2K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 2.65% | $15M | 129.0K | Q2 2026 |
| Live Oak Investment Partners$169M AUM | 2.61% | $4M | 5.6K | Q4 2025OLDER |
| Gibraltar Capital Management, Inc.$581M AUM | 2.61% | $15M | 21.7K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 2.60% | $15M | 21.1K | Q1 2026OLDER |
| Sound Stewardship, LLC$218M AUM | 2.59% | $6M | 8.1K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 2.57% | $10M | 14.8K | Q1 2026OLDER |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 2.56% | $3M | 4.6K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 2.54% | $4M | 5.7K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 2.46% | $45M | 59.7K | Q3 2025OLDER |
| NWM ADVISORS, LLC$110M AUM | 2.43% | $3M | 3.8K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 2.38% | $13M | 25.1K | Q1 2026OLDER |
| Ciovacco Capital Management LLC$172M AUM | 2.32% | $4M | 5.7K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 2.23% | $4M | 6.4K | Q1 2026OLDER |
| SNOWWATER INVESTMENT PARTNERS, LLC$106M AUM | 2.23% | $2M | 3.4K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 2.22% | $16M | 21.6K | Q1 2026OLDER |
| First Bancorp, Inc /ME/$201M AUM | 2.18% | $4M | 6.3K | Q1 2026OLDER |
| Compass Financial Group, Inc. (Ohio)$137M AUM | 2.18% | $3M | 4.1K | Q1 2026OLDER |
| Yarbrough Capital, LLC$2.9B AUM | 2.18% | $62M | 89.1K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 2.17% | $5M | 7.5K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 2.14% | $3M | 3.6K | Q1 2026OLDER |
| Goepper Burkhardt LLC$299M AUM | 2.11% | $6M | 9.0K | Q1 2026OLDER |
| Latko Wealth Management, Ltd.$205M AUM | 2.10% | $4M | 6.2K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 2.05% | $25M | 36.4K | Q1 2026OLDER |
| Systematic Alpha Investments, LLC$2.8B AUM | 2.02% | $57M | 658.4K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 1.98% | $3M | 4.2K | Q1 2026OLDER |
| Guardian Capital, LLC$105M AUM | 1.98% | $2M | 3.0K | Q1 2026OLDER |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 1.97% | $7M | 10.0K | Q1 2026OLDER |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 1.93% | $13M | 19.1K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 1.93% | $9M | 12.4K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 1.93% | $20M | 29.2K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 1.91% | $3M | 5.0K | Q1 2026OLDER |
| Fischer Financial Services, Inc.$297M AUM | 1.91% | $6M | 8.1K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 1.88% | $5M | 7.5K | Q1 2026OLDER |
| KDK Private Wealth Management, LLC$109M AUM | 1.87% | $2M | 2.9K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 1.82% | $79M | 113.5K | Q1 2026OLDER |
| Synergy Financial Group, LTD$133M AUM | 1.81% | $2M | 3.5K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 1.78% | $52M | 74.8K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 1.77% | $8M | 11.7K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 1.77% | $275M | 212.7K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 1.77% | $53M | 76.4K | Q1 2026OLDER |
| Teucrium Investment Advisors, LLC$129M AUM | 1.74% | $2M | 2.1K | Q4 2025OLDER |
| ACORN CREEK CAPITAL LLC$280M AUM | 1.73% | $5M | 6.9K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 1.71% | $5M | 7.0K | Q1 2026OLDER |
| Shira Ridge Wealth Management$287M AUM | 1.68% | $5M | 40.2K | Q2 2026 |
| Gallagher Capital Advisors, LLC$148M AUM | 1.67% | $3M | 6.1K | Q3 2025OLDER |
| CDKV HOLDINGS LLC$114M AUM | 1.65% | $2M | 2.7K | Q1 2026OLDER |
| Hillcrest Wealth Advisors - NY, LLC$247M AUM | 1.65% | $4M | 5.8K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 1.63% | $23M | 188.8K | Q2 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 1.62% | $19M | 27.8K | Q1 2026OLDER |
| Finward Bancorp$125M AUM | 1.60% | $2M | 2.9K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 1.59% | $6M | 9.1K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 1.58% | $5M | 6.5K | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 1.55% | $18M | 26.4K | Q1 2026OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 1.54% | $2M | 2.9K | Q1 2026OLDER |
| FOREFRONT WEALTH MANAGEMENT INC.$139M AUM | 1.53% | $2M | 2.8K | Q4 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 1.52% | $41M | 58.7K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 1.51% | $2M | 2.4K | Q4 2025OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 1.51% | $9M | 12.9K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 1.50% | $3M | 4.2K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 1.49% | $4M | 6.1K | Q1 2026OLDER |
| VVR Holdings LLC$194M AUM | 1.48% | $3M | 4.1K | Q1 2026OLDER |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 1.47% | $3M | 4.7K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 1.43% | $9M | 13.3K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 1.42% | $6M | 9.1K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 1.42% | $6M | 8.9K | Q1 2026OLDER |
| Trinity Legacy Partners, LLC$462M AUM | 1.41% | $7M | 8.5K | Q1 2026OLDER |
| Global Wealth Management, LLC$183M AUM | 1.40% | $3M | 3.7K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 1.40% | $3M | 4.3K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 1.40% | $4M | 5.9K | Q1 2026OLDER |
| WealthTrust Asset Management, LLC$167M AUM | 1.40% | $2M | 2.7K | Q4 2025OLDER |
| Safe Harbor Family Capital, LLC$128M AUM | 1.40% | $2M | 2.6K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 1.38% | $6M | 7.9K | Q1 2026OLDER |
| Joule Financial, LLC$343M AUM | 1.38% | $5M | 6.8K | Q1 2026OLDER |
| Rolek Wealth Management LLC$139M AUM | 1.35% | $2M | 2.7K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 1.35% | $3M | 5.0K | Q1 2026OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 1.34% | $2M | 3.1K | Q1 2026OLDER |
| CMG Global Holdings, LLC$210M AUM | 1.34% | $3M | 4.0K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 1.33% | $4M | 5.8K | Q1 2026OLDER |
| RBA Wealth Management, LLC$278M AUM | 1.32% | $4M | 5.3K | Q1 2026OLDER |
| WJ Financial Advisors LLC$124M AUM | 1.32% | $2M | 2.3K | Q1 2026OLDER |
| Kesler, Norman & Wride, LLC$581M AUM | 1.29% | $8M | 10.8K | Q1 2026OLDER |
| Tower View Wealth Management LLC$195M AUM | 1.26% | $2M | 3.5K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 1.25% | $41M | 58.6K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 1.24% | $2M | 3.5K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 1.23% | $2M | 2.6K | Q3 2025OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 1.23% | $10M | 14.8K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 1.22% | $14M | 20.6K | Q1 2026OLDER |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 1.22% | $3M | 3.8K | Q1 2026OLDER |
| Gross & Hartman Investments LLC$192M AUM | 1.22% | $2M | 3.4K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 1.21% | $8M | 11.0K | Q1 2026OLDER |
| RM Financial Services, LLC$116M AUM | 1.21% | $1M | 2.0K | Q1 2026OLDER |
| APS Management Group, Inc.$117M AUM | 1.20% | $1M | 2.0K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 1.19% | $18M | 25.1K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 1.18% | $5M | 7.6K | Q1 2026OLDER |
| tru Independence LLC$202M AUM | 1.16% | $2M | 3.4K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 1.16% | $10M | 14.7K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 1.16% | $12M | 17.4K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 1.16% | $2M | 3.1K | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 1.16% | $1M | 1.9K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 1.13% | $13M | 18.1K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 1.13% | $1M | 1.9K | Q1 2026OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 1.12% | $1M | 1.9K | Q1 2026OLDER |
| Concentrum Wealth Management$339M AUM | 1.12% | $4M | 5.5K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 1.09% | $2M | 3.3K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 1.09% | $42M | 351.4K | Q2 2026 |
| Focused Wealth Management, Inc$964M AUM | 1.08% | $10M | 15.0K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 1.08% | $3M | 4.1K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 1.08% | $6M | 8.1K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 1.07% | $6M | 8.8K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 1.07% | $4M | 5.3K | Q1 2026OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 1.07% | $2M | 3.6K | Q1 2026OLDER |
| Ethos Capital Management, Inc.$117M AUM | 1.07% | $1M | 1.8K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 1.06% | $9M | 13.3K | Q1 2026OLDER |
| GPM Growth Investors, Inc.$238M AUM | 1.06% | $3M | 3.6K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 1.05% | $1M | 1.6K | Q1 2026OLDER |
| ATX Financial Planning, LLC$132M AUM | 1.04% | $1M | 2.0K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 1.04% | $27M | 39.3K | Q1 2026OLDER |
| Calder Financial LLC$106M AUM | 1.04% | $1M | 9.2K | Q2 2026 |
| Signature Equity Partners, LLC$186M AUM | 1.03% | $2M | 2.8K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 1.03% | $11M | 15.5K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 1.02% | $21M | 29.5K | Q1 2026OLDER |
| Darrow Company, Inc.$222M AUM | 1.01% | $2M | 3.4K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 1.00% | $1M | 2.1K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 1.00% | $8M | 11.1K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.99% | $2M | 2.2K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.99% | $4M | 5.6K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.97% | $4M | 6.3K | Q2 2026 |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.96% | $3M | 3.7K | Q1 2026OLDER |
| North Forty Two & Co.$108M AUM | 0.95% | $1M | 1.5K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.95% | $1M | 1.6K | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 0.94% | $1M | 2.0K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.94% | $13M | 19.2K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.92% | $4M | 5.7K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.92% | $3M | 4.0K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.92% | $33M | 47.9K | Q1 2026OLDER |
| Capital Squared Financial LLC$131M AUM | 0.90% | $1M | 1.7K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.89% | $8M | 67.4K | Q2 2026 |
| Nautilus Advisors LLC$146M AUM | 0.89% | $1M | 1.8K | Q4 2025OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.88% | $2M | 2.6K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.88% | $12M | 16.7K | Q1 2026OLDER |
| Wolff Financial Management LLC$453M AUM | 0.88% | $4M | 5.7K | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 0.88% | $2M | 2.8K | Q1 2026OLDER |
| CHRISTINE MESSMER PC$156M AUM | 0.87% | $1M | 2.0K | Q1 2026OLDER |
| Northwest Wealth Advisors, LLC$140M AUM | 0.86% | $1M | 1.7K | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 0.86% | $2M | 2.7K | Q4 2025OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.85% | $3M | 4.5K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.85% | $2M | 3.0K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.85% | $3M | 23.1K | Q2 2026 |
| Ballast, Inc.$432M AUM | 0.85% | $4M | 5.3K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.85% | $6M | 8.5K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.85% | $5M | 7.9K | Q1 2026OLDER |
| Kellett Wealth Advisors, LLC$184M AUM | 0.85% | $2M | 2.2K | Q1 2026OLDER |
| Kropog Financial Group, LLC$123M AUM | 0.84% | $1M | 1.5K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.84% | $1M | 2.1K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.83% | $1M | 1.7K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.83% | $2M | 17.3K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.83% | $21M | 30.5K | Q1 2026OLDER |
| Bayshore Capital Advisors, LLC$237M AUM | 0.82% | $2M | 2.8K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.82% | $51M | 72.5K | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 0.82% | $2M | 2.7K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.82% | $1M | 2.0K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.81% | $3M | 4.3K | Q4 2025OLDER |
| SECURITY NATIONAL BANK OF SO DAK$207M AUM | 0.81% | $2M | 2.4K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.80% | $2M | 3.3K | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 0.80% | $2M | 2.2K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.80% | $17M | 25.0K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.80% | $2M | 2.5K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.78% | $10M | 14.0K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.78% | $14M | 20.3K | Q1 2026OLDER |
| Lauer Wealth, LLC$126M AUM | 0.78% | $975,617 | 1.3K | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.77% | $4M | 6.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.77% | $10.5B | 15.11M | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM | 0.77% | $1M | 1.9K | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 0.77% | $2M | 18.1K | Q2 2026 |
| Ignite Planners, LLC$648M AUM | 0.76% | $5M | 7.1K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.76% | $143M | 204.7K | Q1 2026OLDER |
| NorthLanding Financial Partners, LLC$124M AUM | 0.75% | $935,361 | 1.3K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.75% | $3M | 4.1K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.75% | $2M | 2.0K | Q1 2026OLDER |
| Asset Management Group, Inc.$619M AUM | 0.74% | $5M | 6.5K | Q1 2026OLDER |
| Long Island Wealth Management, Inc.$216M AUM | 0.73% | $2M | 2.3K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.73% | $3M | 26.7K | Q2 2026 |
| Bouchey Financial Group Ltd$1.4B AUM | 0.73% | $10M | 13.4K | Q1 2026OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.73% | $5M | 6.6K | Q1 2026OLDER |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.72% | $2M | 3.1K | Q1 2026OLDER |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.$128M AUM | 0.72% | $924,820 | 1.3K | Q1 2026OLDER |
| LPWM LLC$396M AUM | 0.72% | $3M | 4.1K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.72% | $10M | 14.1K | Q1 2026OLDER |
| First Growth Capital LLC$111M AUM | 0.72% | $793,568 | 1.1K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.71% | $3M | 4.0K | Q4 2025OLDER |
| Oak Harvest Investment Services$958M AUM | 0.70% | $7M | 9.6K | Q1 2026OLDER |
| HighRoad Wealth Advisors, LLC$102M AUM | 0.70% | $711,780 | 1.0K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.69% | $12M | 17.4K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.69% | $2M | 17.0K | Q2 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.68% | $987,880 | 1.4K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.68% | $2M | 3.4K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.68% | $1M | 9.9K | Q2 2026 |
| Tranquilli Financial Advisor LLC$171M AUM | 0.68% | $1M | 1.7K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.68% | $4M | 5.1K | Q1 2026OLDER |
| Midwestern Financial, LLC /IA$127M AUM | 0.68% | $859,118 | 1.2K | Q1 2026OLDER |
| Peachtree Investment Partners, LLC$262M AUM | 0.67% | $2M | 2.5K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.67% | $770,981 | 1.1K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.67% | $10M | 14.8K | Q1 2026OLDER |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM | 0.67% | $2M | 20.5K | Q1 2026OLDER |
| TTP Investments, Inc.$240M AUM | 0.67% | $2M | 2.7K | Q4 2025OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.67% | $4M | 5.8K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.67% | $24M | 34.1K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.66% | $998,113 | 1.4K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.65% | $9M | 77.5K | Q2 2026 |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.65% | $1M | 2.1K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 0.65% | $1M | 1.6K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.65% | $4M | 5.6K | Q1 2026OLDER |
| Resolute Advisors LLC$242M AUM | 0.64% | $2M | 2.2K | Q1 2026OLDER |
| Bonfire Financial$133M AUM | 0.64% | $849,119 | 1.2K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.64% | $980,297 | 1.4K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.64% | $810,751 | 1.2K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.64% | $959,365 | 1.4K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 0.63% | $744,073 | 1.1K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.63% | $1M | 1.8K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.63% | $2M | 2.5K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.63% | $2M | 2.9K | Q1 2026OLDER |
| Zullo Investment Group, Inc.$264M AUM | 0.63% | $2M | 2.4K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.63% | $2M | 2.2K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.63% | $19M | 26.7K | Q1 2026OLDER |
| Clear Retirement Advice LLC$127M AUM | 0.62% | $784,237 | 1.1K | Q1 2026OLDER |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 0.62% | $777,385 | 1.1K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.61% | $6M | 55.0K | Q1 2026OLDER |
| Towerpoint Wealth, LLC$289M AUM | 0.61% | $2M | 14.8K | Q2 2026 |
| Red Mountain Financial, LLC$106M AUM | 0.60% | $637,861 | 914 | Q1 2026OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.60% | $734,796 | 1.1K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.60% | $2M | 3.3K | Q1 2026OLDER |
| Trivant Custom Portfolio Group, LLC$182M AUM | 0.59% | $1M | 1.6K | Q1 2026OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 0.59% | $980,687 | 1.3K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 0.59% | $2M | 2.8K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.58% | $1M | 1.8K | Q1 2026OLDER |
| Capital Management Associates, Inc$442M AUM | 0.58% | $3M | 3.7K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.58% | $657,252 | 942 | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.58% | $2M | 3.1K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.57% | $2M | 2.5K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.57% | $1M | 2.0K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.56% | $1M | 1.9K | Q1 2026OLDER |
| Parker Investment Management, LLC$659M AUM | 0.56% | $4M | 5.3K | Q1 2026OLDER |
| Greenhouse Wealth Management, LLC$162M AUM | 0.56% | $897,536 | 1.3K | Q1 2026OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.55% | $862,472 | 1.2K | Q1 2026OLDER |
| AVISO WEALTH MANAGEMENT$222M AUM | 0.55% | $1M | 1.8K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.55% | $1M | 1.9K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.54% | $18M | 154.4K | Q2 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 0.54% | $2M | 2.4K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.54% | $4M | 5.5K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.53% | $1M | 1.7K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 0.52% | $2M | 2.9K | Q1 2026OLDER |
| Rare Wolf Capital LLC$154M AUM | 0.52% | $803,076 | 1.2K | Q1 2026OLDER |
| LightSquare Wealth Management, LLC$133M AUM | 0.52% | $692,357 | 992 | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.51% | $6M | 8.5K | Q1 2026OLDER |
| Family Office Research LLC$230M AUM | 0.51% | $1M | 1.7K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.51% | $6M | 8.2K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.51% | $695,494 | 941 | Q1 2026OLDER |
| Level Wealth Management LLC$213M AUM | 0.51% | $1M | 1.6K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.51% | $39M | 56.6K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.51% | $709,411 | 1.0K | Q1 2026OLDER |
| Coquina Private Wealth LLC$124M AUM | 0.50% | $627,114 | 899 | Q1 2026OLDER |
| MOR Wealth Management, LLC$218M AUM | 0.50% | $1M | 1.6K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.50% | $869,862 | 1.2K | Q4 2025OLDER |
| Redwood Financial Network Corp$153M AUM | 0.50% | $763,322 | 1.1K | Q1 2026OLDER |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 0.50% | $1M | 1.7K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.50% | $15M | 21.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.50% | $447M | 645.9K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.49% | $4M | 5.1K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.49% | $18M | 26.3K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.49% | $2M | 2.9K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.49% | $8M | 11.5K | Q1 2026OLDER |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 0.49% | $909,129 | 1.3K | Q1 2026OLDER |
| AMERICAN ASSET MANAGEMENT INC.$115M AUM | 0.48% | $558,176 | 800 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.48% | $23M | 33.1K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.47% | $969,831 | 1.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.47% | $30M | 43.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.47% | $153M | 218.6K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.46% | $1M | 1.5K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.46% | $5M | 7.3K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.46% | $5M | 7.4K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.46% | $4M | 6.4K | Q1 2026OLDER |
| Karpus Management, Inc.$3.2B AUM | 0.45% | $15M | 20.9K | Q1 2026OLDER |
| Ridgeline Wealth, LLC$171M AUM | 0.45% | $773,533 | 6.5K | Q2 2026 |
| Signet Private Wealth LLC$105M AUM | 0.45% | $471,982 | 626 | Q4 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.45% | $2M | 2.7K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.45% | $2M | 2.5K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.45% | $19M | 27.1K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.45% | $1M | 1.7K | Q1 2026OLDER |
| Rinkey Investments$391M AUM | 0.44% | $2M | 2.5K | Q1 2026OLDER |
| Grove Street Fiduciary, LLC$227M AUM | 0.44% | $1M | 1.4K | Q1 2026OLDER |
| Quantum Capital Management, LLC / NJ$781M AUM | 0.44% | $4M | 5.1K | Q4 2025OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.44% | $1M | 1.8K | Q1 2026OLDER |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM | 0.44% | $662,834 | 950 | Q1 2026OLDER |
| Orcam Financial Group$141M AUM | 0.44% | $621,724 | 891 | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.44% | $4M | 5.5K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.44% | $455,132 | 652 | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.44% | $820,885 | 1.2K | Q1 2026OLDER |
| Altus Wealth Management, LLC$225M AUM | 0.43% | $971,924 | 1.4K | Q1 2026OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.43% | $35M | 49.9K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.43% | $1M | 1.6K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.43% | $6M | 8.8K | Q1 2026OLDER |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 0.43% | $916,851 | 1.3K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.43% | $13M | 19.2K | Q1 2026OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 0.43% | $30M | 43.1K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 0.43% | $1M | 1.9K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.42% | $2M | 2.1K | Q4 2025OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.42% | $10M | 14.6K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.42% | $6M | 7.4K | Q4 2025OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.42% | $2M | 13.9K | Q2 2026 |
| HRC WEALTH MANAGEMENT, LLC$212M AUM | 0.41% | $872,932 | 1.3K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.41% | $1M | 2.0K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 0.41% | $20M | 28.9K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.41% | $731,113 | 1.0K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.40% | $497,102 | 712 | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 0.40% | $1M | 2.1K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.40% | $3M | 28.1K | Q2 2026 |
| Constant Guidance Financial LLC$145M AUM | 0.40% | $572,142 | 2.6K | Q4 2025OLDER |
| Applied Capital LLC$268M AUM | 0.40% | $1M | 1.5K | Q1 2026OLDER |
| Tannin Capital LLC$138M AUM | 0.40% | $552,594 | 792 | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.40% | $3M | 4.6K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.40% | $489,821 | 712 | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.40% | $2M | 2.2K | Q1 2026OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.40% | $4M | 5.4K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 0.40% | $448,634 | 643 | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.39% | $878,412 | 1.2K | Q3 2025OLDER |
| PEOPLES BANK /OH$163M AUM | 0.39% | $643,298 | 922 | Q1 2026OLDER |
| GREENWOOD GEARHART LLC$1.8B AUM | 0.39% | $7M | 10.4K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.39% | $2M | 3.0K | Q1 2026OLDER |
| Alexander Randolph Advisory, Inc.$116M AUM | 0.39% | $453,518 | 650 | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.39% | $2M | 2.4K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.39% | $690,743 | 990 | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.39% | $1M | 1.7K | Q1 2026OLDER |
| Affiance Financial, LLC$695M AUM | 0.39% | $3M | 22.4K | Q2 2026 |
| Talisman Wealth Advisors LLC$124M AUM | 0.38% | $477,522 | 684 | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.38% | $2M | 2.4K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.38% | $1M | 1.9K | Q1 2026OLDER |
| Curated Wealth Partners LLC$794M AUM | 0.38% | $3M | 4.3K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 0.38% | $1M | 1.8K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.38% | $514,917 | 738 | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.37% | $21M | 29.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.37% | $209M | 299.7K | Q1 2026OLDER |
| May Barnhard Investments LLC$206M AUM | 0.37% | $759,106 | 1.1K | Q1 2026OLDER |
| VERITY Wealth Advisors$150M AUM | 0.37% | $551,199 | 790 | Q1 2026OLDER |
| Systelligence, LLC$514M AUM | 0.37% | $2M | 2.7K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.37% | $1M | 1.6K | Q1 2026OLDER |
| Alpha Financial Partners LLC$169M AUM | 0.37% | $617,735 | 885 | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.36% | $7M | 9.5K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.36% | $1M | 1.8K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.36% | $370,489 | 531 | Q1 2026OLDER |
| Leelyn Smith, LLC$713M AUM | 0.36% | $3M | 3.7K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.36% | $3M | 4.8K | Q1 2026OLDER |
| Heritage Investment Group, Inc.$661M AUM | 0.36% | $2M | 3.4K | Q1 2026OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 0.35% | $438,280 | 3.7K | Q2 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 0.35% | $19M | 27.0K | Q1 2026OLDER |
| MAIMON WEALTH MANAGEMENT LTD.$114M AUM | 0.35% | $401,220 | 600 | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 0.35% | $3M | 4.4K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.35% | $585,806 | 840 | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.35% | $13M | 18.9K | Q1 2026OLDER |
| Fjell Capital, LLC$130M AUM | 0.35% | $453,518 | 650 | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.35% | $11M | 16.1K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.34% | $750,747 | 1.1K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.34% | $2M | 2.8K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.34% | $4M | 5.7K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.34% | $346,767 | 497 | Q1 2026OLDER |
| Atala Financial Inc$149M AUM | 0.34% | $510,482 | 727 | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.34% | $11M | 16.1K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.34% | $6M | 8.2K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.34% | $63M | 90.5K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.34% | $6M | 8.4K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.34% | $17M | 24.2K | Q1 2026OLDER |
| BARINGS LLC$6.2B AUM | 0.34% | $21M | 30.0K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.34% | $886,802 | 1.3K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.33% | $4M | 6.4K | Q1 2026OLDER |
| Piedmont Capital Management, LLC/NC$150M AUM | 0.33% | $496,980 | 712 | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.33% | $5M | 6.5K | Q1 2026OLDER |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.33% | $643,298 | 957 | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.33% | $685,748 | 983 | Q1 2026OLDER |
| Regent Peak Wealth Advisors LLC$490M AUM | 0.33% | $2M | 2.3K | Q1 2026OLDER |
| Highland Financial Advisors, LLC$455M AUM | 0.33% | $1M | 12.5K | Q2 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.33% | $3M | 4.1K | Q1 2026OLDER |
| FISCHER INVESTMENT STRATEGIES, LLC$171M AUM | 0.33% | $561,105 | 804 | Q2 2026 |
| Millennium Capital Advisors, LLC$162M AUM | 0.33% | $529,603 | 759 | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.32% | $1M | 1.8K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 0.32% | $806,564 | 1.2K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.32% | $4M | 5.1K | Q1 2026OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.32% | $3M | 4.1K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.32% | $1M | 1.6K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.32% | $15M | 21.3K | Q1 2026OLDER |
| Terra Nova Asset Management LLC$135M AUM | 0.32% | $429,098 | 615 | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.32% | $752,700 | 1.1K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.32% | $661,933 | 949 | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.32% | $6M | 9.0K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.31% | $10M | 13.2K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 0.31% | $718,651 | 1.0K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.31% | $92M | 131.8K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.31% | $3M | 4.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.31% | $295M | 423.2K | Q1 2026OLDER |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 0.31% | $325,835 | 467 | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.31% | $3M | 29.2K | Q2 2026 |
| Citizens National Bank Trust Department$601M AUM | 0.31% | $2M | 2.7K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.31% | $6M | 8.3K | Q1 2026OLDER |
| MEMBERS WEALTH LLC$182M AUM | 0.31% | $565,671 | 4.7K | Q2 2026 |
| Pathway Financial Advisors LLC$857M AUM | 0.31% | $3M | 23.1K | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.